See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,277 | $72,404+12.3% | $110,238-26.3% | $64,186+26.6% |
| Participation rate | 69.0% | 73.3%-4.4pp | 79.8%-10.9pp | 69.6%-0.6pp |
| Annual return | -7.22% | -6.29%-0.9pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $795 | $2,282-65.2% | $3,826-79.2% | $2,381-66.6% |
| Participant deferral / active EE | $3,893 | $3,469+12.2% | $4,672-16.7% | $3,470+12.2% |
| Admin fee / account holder | $16,990 | $5,664+200.0% | $8,547+98.8% | $4,888+247.6% |